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About

A retirement-focused firm, led by a partner who has your ear.

Guardian Legacy Advisors is a retirement-focused wealth management firm in Plantation, Florida. We help pre-retirees, retirees, small business owners, working professionals, and families plan for retirement, build wealth, and protect their legacy.

Anthony Giambri, Managing Partner & Wealth Advisor, in front of the Guardian Legacy Advisors logo

Your advisor

Anthony Giambri, CEPA

Managing Partner & Wealth Advisor

When Anthony founded Guardian Legacy Advisors, he built the practice around four fundamental cornerstones of wealth: investment management, credit and debt management, risk management, and estate planning.

Using these principles as the foundation, Anthony and his team develop and implement comprehensive wealth strategies tailored to each client's individual needs, priorities, and long-term goals. The firm is committed to providing independent, objective, and cost-conscious wealth management while helping clients better understand their financial plan and the investment process behind it.

Anthony believes successful wealth management goes beyond selecting investments. His goal is to help clients make informed financial decisions, pursue their long-term objectives, manage risk, and create strategies designed to protect and preserve wealth across generations.

Through LPL Financial, Anthony combines personalized service with access to extensive research, technology, and investment resources. His disciplined and analytical approach incorporates artificial intelligence, machine learning, and principles of Modern Portfolio Theory to evaluate portfolios, identify diversification opportunities, manage risk, and reduce the influence that emotion can have on investment decisions.

Data-driven investing. Disciplined decision-making. Less emotion.

Anthony earned a Bachelor of Science from Franklin University and holds the Certified Exit Planning Advisor (CEPA®) designation. As a CEPA®, Anthony works with business owners to help identify strategies designed to increase business value, coordinate personal and business financial planning, prepare for ownership transitions, and ultimately help owners turn years of business success into lasting personal and family wealth.

Prior to joining LPL Financial, Anthony served as a Vice President with Morgan Stanley and Wells Fargo, gaining extensive experience working with individuals, families, and business owners on their financial and investment needs.

Outside of his advisory practice, Anthony is actively involved with a charitable organization dedicated to helping young women aging out of the foster care system. As part of that work, he helps teach basic financial literacy and practical money-management skills.

Originally from Dallas, Texas, Anthony now calls South Florida home. In his free time, he enjoys boating, traveling, spending time with his daughter, Angelina, and giving back to his community.

Our approach

Plan-first. Product-agnostic. Personal.

Every relationship at Guardian Legacy Advisors starts with the plan — your income needs, tax picture, healthcare timeline, and the legacy you have in mind. Investments and insurance decisions follow the plan, not the other way around.

Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. That structure gives our clients institutional-grade custody, reporting, and research — while keeping the advice relationship personal.

Based in Plantation, FL, we meet clients in our office and over secure video conferencing across the United States.

Ready to see what a real retirement plan looks like?

Request a free retirement assessment with Anthony.

Schedule Retirement Assessment
Guardian Legacy Advisors logoGuardian Legacy Advisors

Retirement-focused wealth management for pre-retirees, retirees, small business owners, working professionals, and families. Based in Plantation, Florida — serving clients nationwide.

Contact

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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